- Senior
- Ufficio in Fargo
This position is responsible for identifying prospects and clients with Treasury Management needs and recommending appropriate solutions to meet client requirements. This position has a thorough understanding and knowledge of all Treasury Management systems and products.
Responsibilities
- Work with Bankers and individually to develop prospects for New Business through the sale of Treasury Management solutions designed to meet client needs.
- Develop and maintain Centers of Influence (COI’s) within the industry.
- Prepare sales presentations providing a comprehensive solution for clients’ Treasury Management needs.
- Keep informed of current market trends in the Treasury Management field. This includes having a thorough understanding of todays competitive landscape related to product and pricing.
- Provide client feedback and input regarding new product development, enhancements and modifications as they arise.
- Set up and effectively conduct training sessions or product demonstrations in-person as requested.
- Work closely with the Treasury Management Analyst and related support areas of the bank as needed in order to meet customer expectations.
- Work on projects and initiatives as assigned.
Bell Bank Culture, Policy and Accountability Standards:
- Know by name and face as many customers and employees as possible, calling them by name as often as possible.
- Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
- Know, understand, and live the company values and bottom line.
- Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
- All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
- Prompt and reliable attendance.
- Perform other duties as assigned.
Job Skills Required:
- 10 years of previous Treasury Management Sales Experience.
- B.A. in Business Administration, Finance, or related field and/or related work experience.
- CTP certification preferred.
- Strong organization, verbal and written communication skills.
- Detail-oriented and able to complete and prioritize projects with minimal supervision.
- Ability to think clearly, solve problems, develop customer relationships, and embrace new challenges.
- Effective time management and organizational skills.
